Ishares Tr ibonds etf shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr ibonds etf
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Quarterly reported holdings in Ishares Tr ibonds etf by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $169k | 7.0k | 24.37 |
| 2024-06-30 | $216k | 9.1k | 23.73 |
| 2024-03-31 | $217k | 9.1k | 23.80 |
| 2023-09-30 | $133k | 5.8k | 23.14 |
| 2023-06-30 | $135k | 5.8k | 23.48 |
| 2023-03-31 | $137k | 5.8k | 23.82 |
| 2022-12-31 | $134k | 5.8k | 23.37 |
| 2022-09-30 | $132k | 5.8k | 22.96 |
| 2022-06-30 | $137k | 5.8k | 23.83 |
| 2022-03-31 | $143k | 5.8k | 24.87 |
| 2021-12-31 | $153k | 5.8k | 26.61 |
| 2021-09-30 | $101k | 3.8k | 26.93 |
| 2021-06-30 | $101k | 3.8k | 26.93 |
| 2021-03-31 | $100k | 3.8k | 26.67 |
| 2020-12-31 | $103k | 3.8k | 27.47 |